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True Link Financial Advisors’s Hercules Capital HTGC Stock Holding History

True Link Financial Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-33,252
Closed -$533K – 726
2021
Q1 		$533K Hold
33,252
– – 0.08% 99
2020
Q4 		$479K Buy
+33,252
New +$423K 0.08% 103

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

True Link Financial Advisors's HTGC Position: Q2 2021 in Review

True Link Financial Advisors sold out of Hercules Capital (HTGC) in Q2 2021, closing a stake of 33,252 shares — an estimated $533K sold.

True Link Financial Advisors first reported a position in HTGC in Q4 2020 and held it in 2 quarters. The position peaked at $533K in Q1 2021. 214 funds tracked by Wall St. Rank hold HTGC as of Q2 2021.

  • True Link Financial Advisors reported no remaining Hercules Capital position as of Q2 2021 after selling out during the quarter.
  • True Link Financial Advisors sold 33,252 Hercules Capital shares in Q2 2021, an estimated $533K.
  • True Link Financial Advisors first reported a position in Hercules Capital in Q4 2020 and held it in 2 quarters.
  • True Link Financial Advisors's Hercules Capital position peaked at $533K in Q1 2021.
  • 214 funds tracked by Wall St. Rank held Hercules Capital as of Q2 2021.

Based on True Link Financial Advisors's 13F filing for Q2 2021, filed 19 Aug 2021.